Interact to see
Advertisement
Advertisement
CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$76.39
Change+$0.73 (+0.96%)
VolumeN/A
Net Assets142.5B
Eaton Vance Equity Strategy C
Price$20.37
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets459.69M
CWIEX vs ERBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. ERBCX commentary
Nov 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a StrongBuy and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBCX (460M). CWIEX pays higher dividends than ERBCX: CWIEX (1.15) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (24 years) vs ERBCX (15 years). ERBCX (1.88) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). CWIEX annual gain was more profitable for investors over the last year : 13.55 vs. ERBCX (7.78). CWIEX return over 5 years is better than : 44.05 vs. ERBCX (12.79).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 1.87 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 1.88 | 53% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 21.993 | 15.150 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 460M | 30,870% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 13.55 | 7.78 | 174% |
| Returns for 3 years | 52.42 | 25.19 | 208% |
| Returns for 5 years | 44.05 | 12.79 | 344% |
| Returns for 10 years | 97.86 | 42.96 | 228% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NXG | 49.38 | 1.33 | +2.77% |
| NXG NextGen Infrastructure Income Fund | |||
| KTN | 26.75 | 0.23 | +0.86% |
| Structured Products CorTS Aon Capital A | |||
| GARP | 67.18 | 0.53 | +0.80% |
| iShares MSCI USA Quality GARP ETF | |||
| HISF | 45.38 | 0.08 | +0.18% |
| First Trust High Income Strat Foc ETF | |||
| MMIT | 24.39 | N/A | +0.01% |
| NYLI MacKay Muni Intermediate ETF | |||